Jolley Asset Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-527
| Closed | -$83K | – | 124 |
|
|
2018
Q2 | $83K | Hold |
527
| – | – | 0.06% | 97 |
|
|
2018
Q1 | $82K | Hold |
527
| – | – | 0.05% | 98 |
|
|
2017
Q4 | $91K | Hold |
527
| – | – | 0.06% | 92 |
|
|
2017
Q3 | $83K | Buy |
527
+27
| +5% | +$4.25K | 0.06% | 91 |
|
|
2017
Q2 | $77K | Sell |
500
-200
| -29% | -$30.8K | 0.05% | 93 |
|
|
2017
Q1 | $91K | Hold |
700
| – | – | 0.07% | 82 |
|
|
2016
Q4 | $85K | Hold |
700
| – | – | 0.06% | 81 |
|
|
2016
Q3 | $81K | Hold |
700
| – | – | 0.07% | 81 |
|
|
2016
Q2 | $84K | Sell |
700
-160
| -19% | -$19.2K | 0.07% | 86 |
|
|
2016
Q1 | $108K | Buy |
860
+360
| +72% | +$45.2K | 0.1% | 62 |
|
|
2015
Q4 | $59K | Hold |
500
| – | – | 0.06% | 70 |
|
|
2015
Q3 | $49K | Sell |
500
-6,000
| -92% | -$588K | 0.05% | 70 |
|
|
2015
Q2 | $618K | Buy |
6,500
+6,000
| +1,200% | +$570K | 0.56% | 38 |
|
|
2015
Q1 | $49K | Hold |
500
| – | – | 0.04% | 74 |
|
|
2014
Q4 | $47K | Hold |
500
| – | – | 0.04% | 77 |
|
|
2014
Q3 | $47K | Hold |
500
| – | – | 0.04% | 75 |
|
|
2014
Q2 | $50K | Hold |
500
| – | – | 0.04% | 83 |
|
|
2014
Q1 | $49K | Hold |
500
| – | – | 0.04% | 76 |
|
|
2013
Q4 | $49K | Hold |
500
| – | – | 0.04% | 74 |
|
|
2013
Q3 | $48K | Hold |
500
| – | – | 0.04% | 76 |
|
|
2013
Q2 | $49K | Buy |
+500
| New | +$49K | 0.04% | 73 |
|